Vicki previously spent 19 years with HSBC, working in various branch and back-office roles.
Following this, she was a financial administrator/paraplanner for a St James’s Place partner practice with more than 380 clients.
Her role at Bluesky involves many things, but mainly responding to client and colleague queries, liaising with clients’ pension and investment providers, and completing fund switches.
Vicki is also responsible for processing new business, undertaking the background work for our paraplanners to create pension sharing reports, and updating client information.
One of the proudest moments of Vicki’s career was maintaining a 100% pass mark for the quality checking of her financial/suitability reports for the whole of 2024.
At Bluesky, Vicki loves the help and support available to her, both through her direct colleagues and the wider team. Vicki also likes seeing the annual financial reviews being conducted, and seeing how Bluesky really can make a huge positive difference to our clients’ financial futures.
The types of people Vicki most enjoys working with are collaborative, positive, fun, and honest.
Vicki has been married to Chris for almost 18 years, and is mum to 15-year-old son Myles.
In her spare time, Vicki enjoys visiting local National Trust properties, spending time with family and friends, going to the cinema, and completing escape rooms.
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Chartered Financial Planners serving Reading, Berkshire, and the Thames Valley. Bluesky Chartered Financial Planners is a trading style of Bluesky Financial Planners Ltd which is authorised and regulated by the Financial Conduct Authority under reference 914561. Bluesky Financial Planners Ltd is registered in England & Wales No. 11936113. Registered Office: The Barn, Hatch Farm, Mill Lane, Sindlesham, Reading, RG41 5DF.
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